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Disclosery

COBIZ WEALTH, LLC: DES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COBIZ WEALTH, LLC on DES, newest first. How the timeline and the estimate are built.

COBIZ WEALTH, LLC held 237,333 DES shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 237,333 shares
    Change vs previous 13F -8,133 shares

    1.27% of the 13F portfolio, value $6,434,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-03-31
    13F/A 245,466 shares
    Change vs previous 13F +6,952 shares

    1.3% of the 13F portfolio, value $6,760,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-12-31
    13F 238,514 shares
    Change vs previous 13F -17,440 shares

    1.29% of the 13F portfolio, value $5,851,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-09-30
    13F 255,954 shares
    Change vs previous 13F +865 shares

    1.46% of the 13F portfolio, value $7,604,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-06-30
    13F 255,089 shares
    Change vs previous 13F +17,710 shares

    1.53% of the 13F portfolio, value $7,563,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-03-31
    13F 237,379 shares
    Change vs previous 13F +12,056 shares

    1.38% of the 13F portfolio, value $6,504,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-12-31
    13F 225,323 shares
    Change vs previous 13F +154,412 shares

    1.37% of the 13F portfolio, value $6,546,000.

    13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-09-30
    13F 70,911 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,959,000.

    13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).